Speaking to a large (>$500M AUM) VC yesterday who is bearish on web3 consumer (gamefi, socialfi) in this market. Strong preference for infrastructure and middleware.

Who strongly agrees/disagrees?

Jazzed about web3 🎷 

Building web3 mobile gaming (Unite, Superlayer)

Depends on the VC tbh. Some focus more on picks and shovels. Others prefer media / consumer plays. 

You gravitate toward what you know as a builder, I think it’s the same as a VC.

BD at Circle - building a Dollar API for the internet 💵

Former founder and operator at Snap
  
sterling_twit.twitter

T.me/sterlingba 

Agreed, different strategies.

Which VCs are especially bullish on consumer?

We back bold entrepreneurs building the next internet. 
a16zcrypto.com/

Aside from @a16zcrypto and 776, I would say it’s places like NEON DAO, Southpark Commons, Dapper, and angels